IWP

IAG Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.56M
3
+$3.46M
4
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$2.98M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.79M

Top Sells

1
+$9.05M
2
+$4.31M
3
+$3.24M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.3M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$824K

Sector Composition

1 Technology 0.71%
2 Healthcare 0.43%
3 Consumer Discretionary 0.29%
4 Industrials 0.28%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11K ﹤0.01%
230
+100
302
$10.9K ﹤0.01%
60
303
$10.8K ﹤0.01%
77
304
$10.6K ﹤0.01%
351
305
$10.5K ﹤0.01%
+1,000
306
$10.4K ﹤0.01%
63
307
$10.4K ﹤0.01%
+100
308
$10.3K ﹤0.01%
188
309
$10.2K ﹤0.01%
657
+500
310
$9.91K ﹤0.01%
282
+5
311
$9.82K ﹤0.01%
222
312
$9.66K ﹤0.01%
+177
313
$9.63K ﹤0.01%
25
314
$9.59K ﹤0.01%
870
315
$9.56K ﹤0.01%
785
316
$9.35K ﹤0.01%
+114
317
$9.14K ﹤0.01%
85
318
$9.11K ﹤0.01%
240
319
$8.91K ﹤0.01%
100
320
$8.79K ﹤0.01%
76
-44
321
$8.78K ﹤0.01%
144
-4
322
$8.75K ﹤0.01%
108
323
$8.69K ﹤0.01%
115
324
$8.68K ﹤0.01%
879
-2,517
325
$8.65K ﹤0.01%
496
11 12
13
14 15